Number of Shares
185,509.00
Current Holdings Value*
$22.63 Mil
% of Portfolio
19.02%
Total Estimate Gain
$7.36 Mil
% of Total Estimate Gain
38.79%

DURANTE & WATERS, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, DURANTE & WATERS, LLC held 185,509.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $22.63 Mil. This investment constitutes 19.02% of their stock portfolio, and DURANTE & WATERS, LLC now holds 0.04% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2023Q4. And since then DURANTE & WATERS, LLC has made 3 purchases of ITOT, at an average price of $98.29, for a total of 193,148.00 shares. In addition, there have been 2 sales at an average price of $113.00 for 7,639.00 shares. Based on historical transaction data and ITOT's current price of $137.38, DURANTE & WATERS, LLC's estimated gain on his ITOT holdings is $7.36 Mil, reflecting a 38.79% gain to date.

DURANTE & WATERS, LLC ITOT ($137.38) Holding Chart

DURANTE & WATERS, LLC ITOT ($137.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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